Potomac in the News
We have always worked to provide a unique perspective in the industry, challanging norms and always striving for better. From time-to-time we have an opportunity to share our voice in the media, which may be found here.
Small nimble firms still have a lock on doing well and making a great living.
As a guest columnist for RIA Biz, Manish Khatta discusses how oftentimes small advisors are either condescended to or marginalized.
Ellevest’s ‘for-women, by-women’ message gets more literal
Charlie Kroll co-founded Ellevest but he kept a low profile and mostly followed the ‘wildly creative’ lead…
Known for his high ’emotional quotient,’ Jason Lahita rides solo, again
The Los Angeles RIA PR pro is launching a company called StreetCred from a backyard outbuilding…
A Critical, Little-Known Corner of Finance Reawakens
We, over the last couple of years, have just heard overwhelmingly how frustrated advisors are, because they feel like their only choices…
A Small Investment Company Launches a TAMP for the Little Guy
Potomac says competitive pricing and superior service will make Union a viable business, even amid consolidation.
Union UMA Platform
Press Release
Potomac Fund Management launches Union, a new UMA Platform for Small Business Advisors. Read the Press Release here.
SMArtX raises $4 million to compete as a ‘Vestmark’-model firm
The Jacksonville RIA software firm gave the Palm Beach, Fla. fund manager a shot at the fast-track that worked — but now the three-year…
Social media savvy advisers meet in real life at new conference
New technology-focused event engages advisers with content mostly from other advisers. Scottsdale, Ariz., was home to Wealth/Stack…
GIPS compliance
levels playing field
In a perfect world, smaller investment firms would be judged on their performance within de-fined investment objectives without…